Investment Q&A

Q: Good afternoon,

Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.

Thanks
Brad

Q: Hello,

The current theme is that REITS and utilities will be drifting lower now with Trump spending announcements and higher interest rates on the horizon. Yet, yesterday (some) REITS had a good jump up. My questions are:
1. Would you hold buying REITS and utilities until there is clear direction of the market?
2. If you wanting to deploy 50K for each (REITS and utilities) what would be your preferred names?

Thank you
M

Q: you suggested this etf for my son.thanx.does the price move up and down with people buying the etf itself or the underlying stocks?

Q: If trade agreements are an issue with for the entire forestry sector, why is WEF down so much versus its peers? Other stocks like WFT and CFP are actually up since the election. Is there something specific to WEF that people should be concerned about or is it mis-priced by the market?

Q: Hi guys, a new member here. I have owned and sold both BIP.un and BEP.un as I do not understand their accounting methodology. Your report on BEP.un reflects the growing asset base, FFO, and distributions yet when I look at their profit picture they seldom show any. Quarterly reports show erratic misses to expected earnings. I like their business and distribution history as well as stated goal of future payouts but they seem to have an unpredictable annual profit. Could you comment on my reservations as your report currently gives then an A. Thanks.

Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.

Q: I have MG and LNR in my investment account. They are down 5% and 30%. I need to shift over some funds to my TFSA in January. Which would you sell?

Thanks

Q: What is your opinion of this deal (and Rick Rule- who seems to use a lot of big words in many paragraphs when smaller words in a short sentence would suffice !) I have owned SRC for years and it seems to continually circle the drain. Thanx Robbie

Q: I have been holding some of the for about 3years is it time to move on
Thanks Rick

Q: On today's date you answered a question from"Shawn" regarding Stock to sell. While I agree on most, I would like your rational on the following which were included in your SELL list - TCN, BAD, MDA & WCP. Thank you.

Q: Re; $32.00 offering.Time to sell and buy lower later? Thanks

Q: Hello,

If one would like to deploy 50k, should that be across the three Brookfield companies above or would it be better with just one (some of them) or do you have better names in the sector that prefer for a 2-3 years hold?

BIP.un is down a lot today. Any reason for it?

Would you buy now or wait until the new year?

Thanks
M

Q: would this be a good time to but these stocks

thanks donald

Q: The Globe ran a piece on assessing 231 Canadian Corporate Boards of Directors according to 35 criteria. A number of 5i portfolio companies such as SJ, WPK, DHX, ENGH, CSU, KXS, ATD, and PBH were in the bottom ranked third of the list, do you have any comment about that assessment? The way the criteria are structured, it would be easier for larger companies to properly diversify their Boards and get a higher ranking, but I was quite surprised to see names like GWO, OCX and FFH quite close to the bottom. A glaring stat is that only 12% of Board members are women.

Q: At the recommendations of 5i I purchased these stocks in April/16 for my TFSA account. I have additional funds of $11000 to add. Would you recommend adding to these positions or purchase other stocks? My return has been in excess of 30% and therefore value 5i opinions. Thanks for your excellent service.

Q: It looks to me like Interfor is being sucked down bu the US softwood lumber dispute. However, I understand that it exports very littler for Canada to US, since it produces the vast majorirty of its lumber in the USA!

Would you call it a buy?

qjoi4rtr

Q: could you give me your comment on HEO any reason for the recent weakness

Q: Not that you need another CRH question. So just a comment. It is interesting that it could pile up 4x average volume with only two trades as big as 10,000 shares. Jitters and shorts maybe. "Frisco Fastball" posted an extremist sounding article on Friday: "CRH Medical Corp Can't Be More Risky - Trades Significantly Lower". The almost substance-free article is accessible via Google Finance.

Q: Please provide the "Cash Flow per Share" (TTM) for the above listed companies. I've tried many financial sites but can't find CF/S information for them. Why?

Q: Although I am using CRH in the heading this question is really applicable to any number of situations where a share price drops on an analyst's "downgrade", especially when there is no material news on the company e.g. - management malfeasance, loss of a contract etc.

I am not particularly concerned here about the company's future and fully expect the share price to go back to where it was relatively soon, especially in light of the fact that the target price is higher that what it was trading at and that the consensus price is much lower that the new target.


But I am left wondering why this or any other stock would have dropped so much. Is it because it was an RBC analyst and as a matter of course, all RBC brokers are instructed to put in sell orders (their clients are probably all up given the recent share price increases) to show clients the value of their firm's research (and then start buying it back when the price drops) or are there trading programs that always sell on downgrades or is this a particularly "good" analyst with a wide following or am I just being too cynical?

As I said, this isn't just about CRH and RBC. Or is every situation so different that you can't generalize and this is just "noise" that should be taken with a grain of salt?

Appreciate your insight?

Paul F.